Private equity
Private equity
Private equity is about creating value in a market where change is a constant. At Forvis Mazars, we work closely with private equity funds and portfolio companies throughout the entire investment lifecycle – from acquisition and value creation to exit. With a hands-on approach and access to our international network, we support our clients wherever they operate and at every stage of their journey.
We provide audit, tax and mergers and acquisitions (M&A) advisory services, including due diligence, structuring and business valuation. By combining local presence with global expertise, we help our clients make informed decisions, manage risk and create long-term value.
What you can expect from us
- Secure and efficient transactions
- International expertise across the full investment lifecycle
- A dedicated advisor working closely with you and your portfolio companies
Let’s discuss how we can help create value for your business.
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Frequently Asked Questions – Private Equity
How can advisory services create value for private equity funds?
Advisory services help private equity funds identify investment opportunities, manage risks and maximise value across portfolio companies. Through support in transactions, value creation initiatives, reporting and exit planning, investors can enhance returns throughout the investment lifecycle.
What does due diligence involve in private equity?
Due diligence is a comprehensive assessment of a company prior to an investment or acquisition. It typically covers financial, tax, operational and commercial aspects to identify risks, opportunities and key value drivers.
Why is business valuation important in investment decisions?
A business valuation helps investors assess a company’s market value and future potential. It provides a critical basis for acquisitions, capital raising, restructurings and exit processes.
How can private equity funds increase value in their portfolio companies?
Value creation is often driven by operational efficiency, digital transformation, strategic development, acquisitions, improved governance and stronger financial control. The objective is to achieve sustainable growth and increased profitability over the ownership period.
What is a value creation programme for portfolio companies?
A value creation programme is a structured plan designed to improve a company’s performance and growth potential. It may include initiatives such as operational improvements, cost optimisation, governance enhancement, digitalisation and expansion strategies.
How can private equity funds manage risks in their investments?
Effective risk management is based on thorough analysis, clear governance structures and continuous performance monitoring. By identifying and addressing risks early, investors can protect and enhance portfolio value.
What is a buy-and-build strategy in private equity?
A buy-and-build strategy involves a platform company acquiring complementary businesses to drive growth, realise synergies and increase market value. It is commonly used to accelerate expansion and strengthen competitive positioning.
How can portfolio companies improve financial reporting?
Clear and reliable financial reporting provides investors with better decision-making insights and strengthens governance. Effective reporting processes also enhance transparency ahead of financing, investment rounds or exit processes.
What role does tax advisory play in private equity?
Tax advisory is essential in structuring investments, acquisitions, financing arrangements and exits. A well-planned tax strategy can improve efficiency and reduce transaction-related risks.
How do you prepare a company for exit?
A successful exit often requires several years of preparation. Key focus areas include strengthening governance, improving reporting, enhancing operational efficiency and clearly articulating the company’s growth potential to prospective buyers or investors.
How does ESG impact private equity investments?
Environmental, Social and Governance (ESG) considerations are playing an increasingly important role in investment decisions. Investors are placing greater emphasis on ESG factors to identify risks, create value and meet the expectations of limited partners, lenders and other stakeholders.
How can private equity funds achieve long-term returns?
Long-term returns are driven by a combination of well-selected investments, active ownership, strong governance and continuous value creation. By taking a disciplined approach across the entire investment lifecycle, funds can maximise the potential of their portfolio companies.